Bruce G. Allen Investments’s Bank OZK OZK Stock Holding History

Bruce G. Allen Investments’s Portfolio OZK Stock Details OZK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$43.7K	Sell	952 -24	-2%	-$1.13K	0.03%	280
2025 Q4	$44.9K	Sell	976 -39	-4%	-$1.82K	0.03%	275
2025 Q3	$51.7K	Sell	1,015 -11	-1%	-$562	0.04%	254
2025 Q2	$48.3K	Sell	1,026 -9	-0.9%	-$394	0.04%	262
2025 Q1	$45K	Buy	1,035 +1,014	+4,829%	+$48K	0.04%	271
2024 Q4	$935	Hold	21	–	–	﹤0.01%	835
2024 Q3	$903	Sell	21 -6	-22%	-$255	﹤0.01%	841
2024 Q2	$1.11K	Buy	27 +21	+350%	+$914	﹤0.01%	763
2024 Q1	$273	Buy	+6	New	+$269	﹤0.01%	917

Other funds holding OZK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bruce G. Allen Investments's OZK Position: Q1 2026 in Review

Bruce G. Allen Investments reduced its Bank OZK (OZK) stake by 2.5% in Q1 2026, selling an estimated $1.13K and leaving 952 shares worth $43.7K. The position accounts for 0.03% of the portfolio, ranked #280.

Bruce G. Allen Investments first reported a position in OZK in Q1 2024 and has held it in 9 quarters since. The position peaked at $51.7K in Q3 2025. 499 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

Bruce G. Allen Investments held 952 shares of Bank OZK worth $43.7K as of Q1 2026.
Bruce G. Allen Investments sold 24 Bank OZK shares in Q1 2026, an estimated $1.13K.
Bank OZK made up 0.03% of Bruce G. Allen Investments's portfolio in Q1 2026, its #280 holding.
Bruce G. Allen Investments first reported a position in Bank OZK in Q1 2024 and has held it in 9 quarters since.
Bruce G. Allen Investments's Bank OZK position peaked at $51.7K in Q3 2025.
499 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.